PacWest Financial Merges with Benefit Financial Services Group


March 30, 2017

On January 23, 2017, Focus Financial Partners announced that one of its partner firms, Benefit Financial Services Group, merged with PacWest Financial Management.

PacWest Financial Management is a Phoenix, Arizona-based registered investment advisory firm, specializing in comprehensive wealth management and financial planning services to families and individuals.

Benefit Financial Services Group (“BFS”) is a southern California-based registered investment advisor that serves both institutional clients and high-net-worth individuals, advising retirement plans in the private and public sectors. BFS is a partner firm in Focus Financial Partners, a partnership of independent wealth management firms operating independently across the U.S.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.